I founded ReSight with the vision of providing reporting services to the Financial Services Industry. After 15 years in the Financial Technology Industry I identified a gap in the financial reporting process and worked to fill it. - Conceptualized and launched ReSight with two partners. - Identified target market and developed proof of concept application. - Contacted prospective clients, demonstrated ReSight’s capabilities and modified the product based on feedback. - Signed first large enterprise contract 10 months after launch

DCI was acquired by Blackstone in December of 2020 and became “Blackstone Systematic Credit”

A fixed income investment fund, DCI's investors include some of the largest pension and sovereign wealth funds, private banks, and independent wealth managers globally. Based in San Francisco, CA.- Returned to DCI with the specific mission to modernize and scale DCI’s marketing effort and associated products.

Pellucid is a content platform and service specifically for pitchbook creation. We enable advisory professionals to quickly and easily access extraordinary data visualizations and other essential client content. Our searchable, custom-tagged library makes finding content painless and instantaneous. We use advanced technology to deliver high-impact, client-ready materials in a fraction of the time and effort it used to take. As Chief Product Officer I: - Define and implement product strategy with consideration of sales feedback, user activity and long-term firm-wide goals. - Hire and manage a team of developers and designers to implement product goals. - Pitch product to potential clients and investors. - Specify metrics to define product success, evolve those metrics over time, and guide product development based on user data. - Am responsible for prioritization, timing and scope of software releases; managing in Agile fashion. - Develop proofs-of-concept to confirm viability of ideas and act as specification for development. - Headed the product and technical transition to the acquiring party.

I spent nine years as a senior member of DCI - an independent asset management firm specializing in long-only and long/short corporate credit strategies.My role was focused on designing and building mechanisms to better communicate financial information to our clients (directly) and to our prospective clients (through a small, but global sales team). Generally, I have applied modern tools and technologies to the communication of financial information.Specifically, working on ways to: - reinvent the investors' experience with respect to financial reporting - equip a financial salesforce with digital tools to dramatically improve return on time-invested, and to provide better insight to potential investors - demonstrate and compare portfolio/hedge fund performance - demonstrate and explain credit market performance - creating exploratory tools to discover unseen relationships in financial data

Designed and generated large number of web-based graphical elements to create a concise, clear display of real-time financial data.

Developed majority of user-viewed web pages used in textbook division of netLibrary. Prioritised, planned, and managed internal projects overseeing development and implementation.

Provided technical and project management consulting services for Fortune 500 clients in a number of industries. Specialized in SAP implementations and web development.